Inactive

Meghan Patricia Lee

Cw Advisors, LLC

Claim This Profile

Current Employers

Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-05-24

NY RA
APPROVED

Since 2023-05-24

Branch Locations

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Congress Wealth Management Llc	New York	NY	09/2019	Present
Boston Private	Boston	MA	09/2018	08/2019
Babson College	Babson Park	MA	08/2014	06/2018
Boston Private	Boston	MA	06/2017	08/2017

09/2019 → Present

Congress Wealth Management Llc

New York, NY
09/2018 → 08/2019

Boston Private

Boston, MA
08/2014 → 06/2018

Babson College

Babson Park, MA
06/2017 → 08/2017

Boston Private

Boston, MA

Designations

View on SEC IAPD

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